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Our history
Deep-rooted belief in responsible investment for the the long-term


Since its creation, Lazard Frères Gestion has seen investment as a vector for both economic and social and human development over the long term. The launch by Lazard Frères Gestion of France's first ethical Sicav fund in 1998 attests to our longstanding awareness of what are now known as Environmental, Social and Governance (ESG) themes.

Our history


1997
PRI Integration of Governance criterion in investment processes (equity and fixed income)

2001
PRI Creation of Lazard Equity SRI

2014
PRI PRI

2015
PRI

Participating member in the Social Investment Forum

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2016
PRI 1st ESG committee

2017
PRI

Member of the technical committee for Responsible lnvestment within the AFG

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Carbon footprint and energy transition reporting (Art. 173)


Integration of ESG factors in financial valuation models


2018
PRI

SRI label1 Lazard Equity SRI

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2019
PRI

Launch of a 2025 fixed-maturity fund incorporating ESG criteria:
Lazard Sustainable Credit 2025

Awarded the highest rating, A+
Categories:
Strategy and Governance
Equity investments


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2020
PRI

SRI label
Lazard Patrimoine SRI
Lazard Patrimoine Opportunities SRI
Norden SRI

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TCFD supporter
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Signatory of the Carbon Disclosure Project

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Recovery label
Lazard France Relance

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Reference to a ranking, award or rating of a UCI and/or a manager does not indicate future performance. SRI (Socially Responsible Investment): involves incorporating systematically and in a traceable manner the environmental, social and governance (ESG) criteria in financial management.

1 Awarded by the Ministry for Finances and Public Accounts in France; for more details on the methodology, visit the website: www.lelabelisr.fr.